CPE Catalog & Events
Ethics, Spirituality, Love and Belonging in the Workplace
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Ethical FrameworksEthical Dilemmas and Decision MakingSpirituality, Love and Belonging in the Workplace and their influence on Workplace Conduct
Metrics Management - Measuring Performance in the Real World
-
Online
2.00 Credits
Member Price: $89
Measuring performance using output and unit-based metrics Identifying what truly "causes work" Controllable versus non-controllable costs Assignments versus allocations of overhead Creating financial metrics tied to operations Benchmarking as a performance improvement tool Industry-specific metric examples (retail, manufacturing, healthcare, nonprofit) Using metrics to eliminate waste and inefficiency
Fraud Assessment for Small and Medium Sized Businesses
-
Online
4.00 Credits
Member Price: $149
The fraud triangle The fraud savvy model Symptoms of fraud Benford's Law The net worth method The vulnerability chart 10 steps for action today
The Power of a Good Story!
-
Online
4.00 Credits
Member Price: $149
The 3 elements of storytelling 3 real world examples 10 thoughts for the road
Optimize Your Staff's Performance
-
Online
4.00 Credits
Member Price: $149
The 4 perspectives of optimization The Two Circle Analysis. The What The How. The Leadership 10 The Fatal 13 5 thoughts for a healthy work environment
Al Capone to Cybercrime: The Journey of IRS Special Agents
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Introduction to IRS Criminal Investigation (CI): Overview of its mission, role, and significance in maintaining tax compliance.Historical Evolution: From its inception in 1919 to its current role, highlighting key milestones and notable cases.Investigative Techniques and Tools: Detailed look at the methods and technologies used by CI agents to uncover financial crimes.Importance of IRS CI: Discussion on the impact of CI’s work on tax compliance, public confidence, and the broader financial system.Training of CI Agents: Insight into the rigorous training programs at FLETC and ongoing professional development.Process of Investigations: Step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted.
Prevention & Detection of Fraud in Small Businesses
-
Online
4.00 Credits
Member Price: $169
Small Business Fraud Fraud Schemes Fraud Indicators Fraud Detection Fraud Response Fraud Prevention
Tax Season and OBBBA Update for Individual with Steve Dilley
-
Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Update and integration of recent tax legislation impacting 2026 individual returnsUpdate on significant individual tax developments related to cases and rulingsIndividual tax changes including the earned income credit, child credit, and child and dependent care creditSection 199A changes, including use of carryforward passive activity and 199A losses and latest tax formsCrypto reporting update2027 tax rate schedule and other inflation adjusted itemsPassive activity and hobby loss rules changes.
Yellow Book Ethics
-
Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The concept of public interestEthics, independence, and professional judgmentCompetence and continuing professional educationQuality control and peer reviewProper use of government information, resources, and positionProfessional behavior
Understanding the Tax Implications of Retirement Plan Distributions
-
Online
1.00 Credits
Member Price: $39
Required minimum distributions for a deceased's heirs 2025 retirement plan contribution limits Required minimum distributions and contributions to charity Key provisions of Secure Act 2.0
Performance Management
-
Online
1.00 Credits
Member Price: $39
Setting and resetting performance expectations On-the-spot counseling Addressing erratic performance Drafting and presenting performance appraisals
Creating A Culture of Trust
-
Online
1.00 Credits
Member Price: $39
Culture Trust
Addressing Misconduct
-
Online
1.00 Credits
Member Price: $39
Insubordination Personality and attitude problems Generalized disparaging comments Previously unaddressed conduct Misconduct due to mental condition Corrective action meetings and documentation Attendance control
Revenue Recognition Topic 606 - Identify Performance Obligations Part 2
-
Online
1.40 Credits
Member Price: $39
Revenue Recognition Accounting
Powerful Public Speaking
-
Online
1.50 Credits
Member Price: $39
Communications
Crypto, Blockchain and Taxes
-
Online
2.00 Credits
Member Price: $89
Understanding Blockchain and Cryptocurrency Major Features, Benefits and Risks of Blockchain and Cryptocurrency Tax Strategies for Cryptocurrency Transactions and Compliance Implementing Blockchain in Business Accounting Systems Navigating Estate Planning with Digital Assets
Ethics for CPAs: The Practical and the Possible
-
Online
2.00 Credits
Member Price: $89
The AICPA Code of Professional Conduct and its interpretations New developments in regulation at the national and state level Best practices, case studies, and disciplinary actions
Excel Tips & Tricks for the Non-Accountant
-
Online
2.00 Credits
Member Price: $89
Understanding the workbook and worksheet environment Obtaining and utilizing data Editing and formatting The “Insert” Menu The “Page Layout” Menu The “View” Menu Selecting and using formulas Shortcuts and tricks
Businesses Receiving Government Assistance
-
Online
2.00 Credits
Member Price: $89
What is Yellow Book? What is different because of Yellow Book? When might Yellow Book apply to a business? Common application of concepts to businesses Answers to common questions
Ethical Standards in Tax Practice: Circular 230 and Compliance
-
Online
2.00 Credits
Member Price: $89
Conflicts of Interest in Tax Practice Client Confidentiality and Ethical Obligations Due Diligence as to Accuracy Ethical Considerations of Contingent Fees Filing Amended Returns: Balancing Corrections and Consequences Client Pressure and Ethical Challenges Circular 230: Diligence and Competence Requirements